+23,841.8%
TXN vs ALK
+828.7%
+23,013.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -3.8% | +12.9% | -16.8% | -6.8% |
| 30D | +6.4% | +5.5% | +0.9% | +4.6% |
| 3M | +7.7% | -12.1% | +19.8% | +10.8% |
| 6M | +5.5% | +1.7% | +3.8% | +3.5% |
| YTD | +77.0% | -17.4% | +94.4% | +81.0% |
| 1Y | +91.2% | -1.9% | +93.2% | +86.7% |
| 3Y | +121.5% | +21.2% | +100.3% | +97.5% |
| 5Y | +84.9% | -27.8% | +112.7% | +85.0% |
| 10Y | +469.9% | -41.0% | +510.9% | +445.7% |
| All | +23,841.8% | +828.7% | +23,013.1% | +7,747.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ALK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling